---
name: STR lead engine current state (as of 2026-05-05 16:25Z nightly-consolidation mid-day re-fire)
description: 866 leads in SoT (no overnight scout). Tiers SWITCH 261 / HOT 144 / WARM 197 / NURTURE 202 / LOW 62. Postcards 837. DQ 5/5 13:11Z YELLOW — 888 HS contacts pulled live (chrome_bridge 9-page pagination, +27 vs 5/4 reflecting ongoing HS-side activity); SmartLead in baseline-trusted mode. BV 5/5 12:10Z PARTIAL — 1 OK (Jordan R043923, +2 emails +2 phones, SoT+HS synced), 7 no_match (4 LLC entities pending SoS, 3 OOS no-card-match), 7/400 May budget consumed. ⚠ SmartLead push BLOCKED 5/5 — UI removed per-campaign Import-Leads affordance (now /lead-list with Delete + Download only); eligible R043923 NOT enrolled; fix_queue P1 added (provision SL REST API key via Settings → API & Integrations). Active deals: Devine 5/5 inbound 30%-vs-15% question RED-drafted; Hadank checkpoint May 7; Chris Hart 8d stalled (Rachel-internal blocker).
type: project
last_updated: 2026-05-05
originSessionId: 6250c599-625a-4c16-9ba6-368c0a7715ed
---
**SoT:** `Prospecting & Leads/STR Engine Archive/Grand_County_STR_Engine_v3.5_filtered.xlsx`
**Total leads:** 866 (+1 from 5/4 scout — R313386 KOVALY CHRISTOPHER J + CAPUANO MEGAN J)
**Tiers:** SWITCH 261 | NURTURE 202 | WARM 197 | HOT 144 | LOW 62 (HOT +1 from R313386)
**Cities:** Winter Park 603 | Fraser 87 | Grand Lake 83 | Granby 65 | Tabernash 22 | Kremmling 2 | Grand County 1 (WP +1)
**Formula errors:** 0
**Postcard targets:** 837 (+1)

**2026-05-02 02:31Z BV run (BREAKTHROUGH):** ✅ chrome_bridge wedge CLEARED. 4 retry-1 leads drained — 3 OK, 1 no_match (R062660). 21 emails, 7 phones. SoT +3, HS +3 unique (5 PATCH ops). 3 BV reports consumed (3/400 May). 4 aged retries moved to bv_unresolvable. SL eligible=3 NOT YET PUSHED (CSV injection deferred, manual review needed). First successful BV run after 10+ days of wedge.

**2026-05-01 06:11Z BV run (prior):** 0 leads processed — chrome_bridge JS execution wedged on SoS tab. Monthly budget rolled over: April final 11/400 → May 0/400.

**2026-05-02 02:21Z DQ run:** Status YELLOW.
- SoT integrity: 865 leads, 0 owner leaks, 0 score errors, 0 tier classification errors, 0 lead_id dupes
- HS reconciliation: 8 not-in-HS (postcard-only / suffix-variant lead_ids), 0 extra in HS
- SL ↔ HS: 16 email mismatches found, 15 auto-fixed, 1 collision (R037032 — new 10th shared-email pair, structural HS constraint, needs memory update)
- 5 missing mailing-address fields (long-tail data quality)
- chrome_bridge_status: ok

**2026-05-01 13:09Z DQ run (prior):** Status YELLOW.
- SoT integrity: 865 lead_ids unique, all tier classifications correct (1 false positive — R203880 'competitors' string false-flag; HOT is correct)
- Score math: 5 minor mismatches (R304816, R310277, R036590, R304812, R173530) — all `merged_dup_quirk` category from shared-email pair updates
- HS reconciliation: 8 not-in-HS (4 standing legacy + 4 new postcard-only)
- DNC audit: clean — no current-owner leaks in any active outbound channel
- Standing watchlist: SmartLead↔HS email-engagement sync persistence (Path A applied 4/29 — 5 @skyrungrandcounty.com aliases added to Joseph's HS user; future SL sends should log as Email engagements not Notes; awaiting first SL outbound to verify)

**SmartLead campaigns (status):**
- ACTIVE since 2026-04-22 — 201 enrolled
- All 3 campaigns (HOT+WARM 3184605 / SWITCH 3184446 / NURTURE+LOW 3184683) DNC-clean per 4/28 verify run
- 5/1 11:07Z bounce-handler ran GREEN: 4 threads scanned, 2 real bounces (already processed 4/28), 2 internal typo skipped, 0 hard, 0 soft, 0 escalated.
- 2 stale-pending SmartLead-removal actions from 4/28 still in queue — flagged `stale_pending_2026-04-30: needs cross-check vs current SmartLead roster` — surface in morning brief

**Active deals snapshot (5/2 02:00Z evening):**
- **Hadank / Snowblaze B-32**: ⚠️ Stage = `qualifiedtobuy` (Discovery) — LIVE-VERIFIED via HS API 5/2 01:58Z (deal 59152586120, last_modified 5/1 16:02Z). NO contract has been sent. The 4/30 19:58Z "Contract Sent" notification email was a FALSE POSITIVE from `deal_sync.py`'s old mapping bug (already reverted by Joseph 4/30 14:42 MDT and the mapping fix shipped same session). Joseph still owes mgmt agreement template + GL/Granby contractor names. Checkpoint May 7.
- **Weber / 103 Reserve Way**: projection_sent_awaiting_reply (4/30 9:36 MDT, $92K gross-only). Steven traveling 5/2 ~10d. Follow-up window: week of 5/12.
- **Pole Creek / Kina + Danny**: ✅ Value-based followup SENT 4/30 5:05 PM MDT (gmail msg 19de0a40d11a2fca, thread 19de09ae404d7149). Mon 5/4 4pm competitor meeting. Memorial Day listing-live target.
- **Tim Beegle / Hi Country Haus**: ❌ CLOSED-LOST — Rachel-vetoed 4/27 ("This is a no", gmail msg 19dd0e1aa27cf9f8). Brooke 4/30 fwd was duplicate not knowing about veto. Draft discarded 5/2 03:30Z. NO future outreach.
- **Devine / Granby Ranch (3 props)**: Mon 5/4 anytime after 2pm (Ryan's anchor) — Joseph confirms + sends Meet link.
- **Whitney Yeddis / 109 Deer Track Court**: ✅ PROJECTION EMAIL SENT 5/2 03:18:31Z (gmail msg 19de6b1e8be06a78, in Rachel's intro thread 19ddf33c575a2d69). $107,230 gross / $72,166 net to owner + leave-behind PDF attached. Awaiting Whitney + buyer reply.

**Pipeline forecast (5/2 evening run, no SoT change since afternoon):**
- 30-day expected commission: $29,637 (Δ $0 vs 5/1 afternoon)
- 90-day: $59,274 (Δ $0)
- Full pipeline: $98,790 (Δ $0)

**Evening run (5/2 02:00Z) — incremental notes:**
- Gmail insights since afternoon: Matt Unroe (155 Granby Meadow Dr, 2BR/2.5BA) inbound via Glenda's web-form forward. Rachel triaged "pass" (too small, no garage). Joseph still owes acknowledgment.
- Joseph/Mike weekly 1:1 captured (Otter summary, 41min, 5/1 10:21 MDT). Funnel framework 10/9/6 + Joseph plans to ask Rachel ~5/5 to route wholesale leads to him. Meeting added to graph.
- Hadank stage re-verified live (`qualifiedtobuy`) — false-positive trail confirmed inert.

**Overnight refresh (5/2 05:00Z) — incremental notes:**
- ✅ Whitney Yeddis projection email SENT 5/2 03:18:31Z (gmail msg `19de6b1e8be06a78`). Was Priority #1 in 5/1 PM brief — now done. Graph: deal `deal:whitney_yeddis_109_deer_track` created, stage `projection_sent_awaiting_reply`, +1 communication relationship Joseph→Whitney.
- ✅ BV breakthrough (5/2 02:31Z) — see BV run block above. May budget 3/400 consumed. SL CSV-injection of 3 eligible leads deferred for manual review.
- 🟡 DQ 5/2 02:21Z found 1 SL↔HS email collision auto-fix failure (R037032) — new 10th shared-email pair, structural HS constraint. Surface as Memory update needed.
- ❌ Tim Beegle deal stage in graph updated to `closed_lost` (was stale `inbound_received_pending_first_send`). Graph drift advisory cleared.
- 2 recurring delivery_failure noise events (joseoh.bowens@ typo) — not prospect outreach, suggest cleanup of forward rule.

**Next checkpoints:**
- 2026-05-04 (Mon) anytime after 2pm — Devine call (Ryan)
- 2026-05-04 (Mon) 4pm — Pole Creek competitor meeting (Joseph not present; awaits vendor decision after)
- 2026-05-07 (Wed) — Hadank checkpoint (per project memory)
- Week of 5/12 — Weber follow-up window opens (post Steven's 5/2 travel)

**Mid-day re-run 5/4 13:50Z (supplemental to 05:01Z fire):**
- **Scout 5/4 11:45Z** (Mon weekly cadence) — pushed +1 lead R313386 standalone (deferred from 4/30 partial). Owner KOVALY CHRISTOPHER J + CAPUANO MEGAN J, mailing 173 CHAIN SAW RD DILLSBURG PA, property 20 WHEELER RD WP (SOJOURN AT IDLEWILD Lot 3). 3BR/3.25BA/2,113 sqft. Purchased 4/21/2026 for $1,219,000 (AV $296,660). Score 75 HOT (Recent+20, OOS+15, Absentee+5, Price+10, WP+15, Beds+5, Sqft+5). HS contact id 219592129930 created (no 409). DNC clear. Headwaters 14-unit backfill still pending operator review.
- **BV 5/4 12:11Z** — 4 leads processed, 2 OK + 2 NO_MATCH. PALEN R302142 (Spectro Alloys exec, MN/WI) hydrated 18 emails / 3 phones; HIRSH R302148 (BreakTrail Ventures cofounder) hydrated 6 emails / 1 phone. Both HOT, both DNC clean, both queued for SL push (deferred per autonomous run policy). NO_MATCH: SIMMONS R302385 (common name), PARKERSON R037827 (no card). 3 BV reports consumed → May budget 6/400. Retry queue 11 remaining. **First successful autonomous scheduled BV run since Item #19 fix shipped 5/3 — chrome_bridge.click_real validates.**
- **DQ 5/4 13:18Z (predecessor) + 13:36Z (same-day validation)** — full live HS reconciliation via chrome_bridge (7-page pagination, 861 contacts pulled). Status PARTIAL. Findings: (a) 3 truly-missing-in-HS (R306161 Plano TX postcard target needs hubspot-lead-push; R040720-01 + R304807-U224 scout sub-units need decision); (b) 2 NEW HS dup pairs from overnight scout (R040720, R304807) — manual UI merge queue; (c) 32 city-field drifts from postcard-updater concatenating "STREET CITY" into mailing city; (d) 3 lsn-token autofixes applied in predecessor (R037470, R061850, R306074 — postcard-updater not adding `ID:{lid}|` prefix); (e) 1 known exception R304226 Whitney Yeddis. SoT 866 leads, 0 dupes, 0 score errors, 0 formula errors.
- **transcript-scan 5/4 13:34Z** — wrote heartbeat (status=skipped, 0 new files). Per #76 provisional resolution.
- **gmail-deep-scan 5/4 13:42Z** — 1 message scanned (Otter weekly meetings digest, Tier 9 fallback skip), 0 categorized insights.
- **System health overall: still RED** because live-ea has no heartbeat in 62h+; last live-ea-authored draft was 5/1 23:06Z. All other tasks now GREEN.
- **Pipeline forecast** (R313386 added to HOT bucket): 30d ~$29,837 (+$200) / 90d ~$59,674 (+$400) / full ~$99,490 (+$700). Devine 4pm MDT call could shift HOT EV materially by EOD.
- **Postcard-updater code review** — flagged in #77 (NEW) for skill maintenance. Two distinct bugs (lsn-token prefix missing; STREET-CITY concatenation in mailing city).

**Nightly consolidation 5/3 05:07Z (PRIOR pass) — quiet 24h:**
- 0 new transcripts (`transcript-scan` ran 5/2 19:40Z + 5/2 18:02Z + 5/2 14:02Z + 5/2 02:00Z — all skipped, 0 net-new). Last transcript still 5/1 Joseph/Mike 1:1.
- 0 prospect replies, 0 signed contracts, 0 realtor inbound. `gmail-deep-scan` final fire 5/3 04:02Z reported `already_processed_skipped: 6` (inbox idle since 5/2 23:04Z).
- 1 INFO insight (`joseoh.bowens@` typo bounce 5/2 22:44Z) — recurring noise.
- DQ 5/2 19:48Z confirmed SoT 865 / 0 leaks / 0 dupes / 0 formula errors via delta-mode (trusted 13:09Z baseline). `chrome_bridge_status: auth_inaccessible_csrf_httponly` — HS reconciliation inherited from 13:09Z run, not re-queried this evening.
- Stalled-deal-watchdog 5/2 19:45Z + 20:14Z (off-cadence Saturday) — 11 deals inventoried, 0 stalled past threshold, 0 drafts composed.
- close-to-onboarding-handoff 5/2 18:05Z — 0 close-wons.
- deal-postmortem-capture 5/2 18:24Z — surfaced Tim Beegle postmortem draft (1 pending, default priority).
- DNC fresh (rebuilt 5/2 16:16Z, 141 emails / 97 phones / 522 name tokens, source 9.5d old <45d threshold). 0 leaks across SmartLead / pending_drafts / pending_postcards.
- 16 stale_pending SmartLead removal actions in `pending_smartlead_actions.jsonl` carried (queued 4/28, all flagged `stale_pending_2026-04-30`) — surface in morning brief per Section F2.
- 1 manual_fix queued in `fix_queue.jsonl` (chrome_js_toggle_off, queued 5/2 22:12Z) — surface as operator-pending.
- 30 acknowledged HS dup pairs (ledger marked `all_merged` 5/2 20:28Z) — informational, no yellow drift.
- KG: 0 entities added, 0 relationships added — no new factual signals to record.
- Pipeline forecast unchanged: 30d $29,637 / 90d $59,274 / full $98,790 (SoT distribution stable).